March 9, 1995
TO: DIRECT MARKETING COMMITTEE No. 16-95
PUBLIC INFORMATION COMMITTEE No. 9-95
SALES FORCE MARKETING COMMITTEE No. 16-95
SHAREHOLDER COMMUNICATIONS COMMITTEE No. 13-95
RE: Tax Help for Mutual Fund Shareholders
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Enclosed is an ICI consumer brochure entitled Tax Dos & Don’ts for Mutual Fund Investors . This
colorful brochure offers 13 tips to help mutual fund investors understand the tax aspects of
their mutual fund investments, including taxable distributions paid to fund shareholders, how
to read Form 1099-DIV, the tax effect of reinvesting dividends and exchanging shares, the
advantages of tax-exempt funds, plus examples of adjustments to cost basis, and more.
This brochure has been cleared for use as generic sales material by the National Association of
Securities Dealers, Inc. (NASD). Guidelines will accompany orders.
Additional copies of the brochure may be purchased by using the enclosed order form. For
information on having your firm’s name and logo imprinted on the back of these brochures,
please call Elizabeth Velte in the Public Information & Marketing Department at 202/326-5887.
Sue Duncan
Assistant Vice President
Director of Publishing